Key features:
- New 'Limitation of Liability' field at barrister and case level
- New row added to case details summary section to show unbilled time recording total
- Bank holiday dates added for 2027, 2028, and 2029
- Version 13 of legal aid CLAIM5 form added to system and set as default claim form for relevant work
Summary | LEX Product Area | Release note category | Release notes |
|---|---|---|---|
New case - court reference greys out when using RAGFS funding type | Carter RAGFS | Bug fix | Criminal RAGFS now allows entry of the Court Ref before a new case is first saved. |
Case docs tab folder icon appear to have changed to diary icons | Case | Bug fix | Style fix applied. |
Schedule Tab - make certain fields mandatory | New feature | Relevant fields set as compulsory as required. | |
New field in barrister profile and case details for 'Limitation of Liability' | New feature | A new field has been added to Barrister profiles within the ‘Bar Mutual Form and Insurance Settings’ section called ‘Limitation of Liability’. This new ‘Limitation of Liability’ field has been added to cases where it will behave the same way as Hourly Rates by giving a field for each barrister on the case and is accessed via Fees > Options > Limitation of Liability. When a value is set in a barrister profile, any case created from that point will have this value automatically populated in the Limitation of Liability field. This field still has the ability to be amended on cases as required. If a case is manually amended, it will not write back to barrister profiles. | |
Time Recording - Unbilled WIP Total Required | New feature | New row added to Summary section within case details page to show total of unbilled time recording entries on the case. | |
"Hold until" calendar not fully visible | Bug fix | Style fix applied | |
2027/2028/2029 Bank Holiday/Special Dates | Diary | New feature | Bank Holidays added for 2027, 2028, and 2029. |
Add Legal Aid rates to Fees tab export | Fees/Billing | New feature | Legal aid values now shown on Faculty civil legal aid cases. |
FGF Civclaim5 form. Requirement to be updated to V13 | New feature | Document template created for version 13 of the CLAIM5 doc and code changed to use this version for claims generated following the upgrade. | |
Schedule Send Calendar pop up issue | Marketing | Bug fix | Style fix applied. |
Unable to expand/open SharePoint summary panel on all case files | Other | Bug fix | Additional steps implemented to check for existence of erroneous SharePoint access records when creating new barrister case permissions. |
Username and password fields on logon screen for v11.013 are not full width | Bug fix | Style fix applied. | |
Hidden information barrier case detail can be seen in case search | Bug fix | If 'Hide Case Titles on Information Barrier Case Search Results' is enabled, case titles are now correctly hidden within case search for all Information Barrier cases. | |
Email templates displaying attached document templates incorrectly | Bug fix | Email Template popup now clears the Document Template control, as with other controls, when closed. | |
Multi-stage commission - inactive profiles remain selectable options | Reporting | Bug fix | Fix applied to hide inactive profiles from selection screen. |
Carter payments out do not show the commission on Payment Summary export | Bug fix | Column ordering amended to ensure the correct values appear. | |
Chambers expenses based on percentage bands | New feature | We have introduced functionality to calculate chambers commission based on payment bands. See configuration guide here. | |
Contract Cases Report picking up deleted barristers | Bug fix | Fix applied to stop deleted barristers appearing on this report. | |
Allow VAT Exempt items (disbursements) in XFC Recharge uploads | Xero | Bug fix | Recharges can now be VAT Exempt, if ‘exempt’ is found in the uploaded recharge TaxType column. Those items display as a separate line on the Generate XFC Invoices popup, the Xero invoice and the document that can be attached to the invoices. VAT rate columns aren’t shown on the Xero invoice attachments, if chambers isn’t VAT registered. |
Error using rollback function in XFC | Bug fix | This was caused by the rollback commission checks checking for payment statuses, not payment commission statuses. Rollbacks affecting just commission now rolls back properly. |
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